BAM Wealth Management
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BAM Wealth Management’s Merit Medical Systems MMSI Stock Holding History

BAM Wealth Management’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,541
Closed -$454K – 211
2026
Q2 		$454K Buy
6,541
+2,365
+57% +$156K 0.28% 97
2026
Q1 		$288K Buy
4,176
+427
+11% +$33.4K 0.22% 120
2025
Q4 		$330K Buy
3,749
+440
+13% +$37.4K 0.24% 99
2025
Q3 		$275K Buy
+3,309
New +$288K 0.21% 113

Other funds holding MMSI

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

BAM Wealth Management's MMSI Position: Q3 2026 in Review

BAM Wealth Management sold out of Merit Medical Systems (MMSI) in Q3 2026, closing a stake of 6,541 shares — an estimated $454K sold.

BAM Wealth Management first reported a position in MMSI in Q3 2025 and held it in 4 quarters. The position peaked at $454K in Q2 2026. 196 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • BAM Wealth Management reported no remaining Merit Medical Systems position as of Q3 2026 after selling out during the quarter.
  • BAM Wealth Management sold 6,541 Merit Medical Systems shares in Q3 2026, an estimated $454K.
  • BAM Wealth Management first reported a position in Merit Medical Systems in Q3 2025 and held it in 4 quarters.
  • BAM Wealth Management's Merit Medical Systems position peaked at $454K in Q2 2026.
  • 196 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.